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Name Holding Trade Value Shares
Change
Change in
Stake
WCMN
1101
Westchester Capital Management (Nebraska)
Nebraska
$4K – – –
BWM
1102
Baystate Wealth Management
Massachusetts
$4K +$69 +8 +2%
NC
1103
NewSquare Capital
Pennsylvania
$4K +$1.72K +200 +100%
FMB
1104
Field & Main Bank
Kentucky
$4K +$3.44K +400 New
AF
1105
Arrow Financial
New York
$3K -$19.8K -2,300 -87%
MIM
1106
Macroview Investment Management
Maryland
$3K – – –
NCM
1107
Next Capital Management
New York
$3K – – –
OFW
1108
Omnia Family Wealth
Florida
$3K – – –
SNT
1109
Security National Trust
West Virginia
$3K – – –
TCM
1110
TD Capital Management
Tennessee
$3K – – –
TFO
1111
Tarbox Family Office
California
$3K +$1.37K +160 +121%
TA
1112
TCG Advisors
Texas
$3K +$3.02K +352 New
RWM
1113
Raffa Wealth Management
District of Columbia
$2.53K – – –
MG
1114
MilWealth Group
Wisconsin
$2.27K – – –
TAIM
1115
TD Ameritrade Investment Management
Nebraska
$2K -$26.8K -3,115 -94%
BWA
1116
Burt Wealth Advisors
Maryland
$2K – – –
CA
1117
Centerpoint Advisors
Massachusetts
$2K – – –
FA
1118
Financial Advantage
Maryland
$2K – – –
GSC
1119
G&S Capital
Colorado
$2K – – –
PCTC
1120
Perkins Coie Trust Company
Washington
$2K – – –
TCA
1121
Tortoise Capital Advisors
Kansas
$2K – – –
HCA
1122
Horan Capital Advisors
Ohio
$2K +$1.49K +174 New
SFA
1123
Semmax Financial Advisors
North Carolina
$2K +$1.81K +211 New
BWA
1124
BDO Wealth Advisors
Florida
$1K -$48.8K -5,680 -98%
AWM
1125
Avondale Wealth Management
Texas
$1K – – –